External broker reports(aggregated public sources), BRI Danareksa Research

BRI Danareksa Research

External broker reports(aggregated public sources)

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor.

Thematic (Sector/Industry)

<ul><li>We estimate the sector’s 2Q earnings to proliferate on the back of a stronger ASP and volume, yet still leading to a slightly below 1H.</li><li>We expect TINS to be the best performer in 2Q24 as its ASP and volume improve, while NCKL has the least growth as it already had a solid 1Q24</li><li>We reiterate our Overweight rating on the sector with TINS and NCKL as our top picks due to their stronger earnings visibility</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We estimate the sector’s 2Q earnings to proliferate on the back of a stronger ASP and volume, yet still leading to a slightly below 1H.We expect TINS to be the best performer in 2Q24 as its ASP and volume improve, while NCKL has the least growth as it already had a solid 1Q24We reiterate our Overweight rating on the sector with TINS and NCKL as our top picks due to their stronger earnings visibilityContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Metal Mining: Strong Qoq Earnings Growth on Higher ASP, Expect 1H24 to Be Mixed

Indonesia

PT Timah (Persero) Tbk operates tin mines on Indonesian islands such as Bangka and Karimun, and coastal areas of Sumatra. The Company, through its subsidiaries, also provides consultancy, shipping dockyard and workshop, transportation, exploration, and research and development services.

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